Coastal Bridge Advisors’s Welltower WELL Stock Holding History

Coastal Bridge Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$575K	Sell	2,534 -413	-14%	-$87.3K	0.04%	302
2026 Q1	$583K	Sell	2,947 -6,644	-69%	-$1.31M	0.04%	293
2025 Q4	$1.78M	Sell	9,591 -388	-4%	-$72.5K	0.13%	164
2025 Q3	$1.78M	Sell	9,979 -31	-0.3%	-$5.09K	0.13%	159
2025 Q2	$1.54M	Sell	10,010 -1,203	-11%	-$180K	0.13%	162
2025 Q1	$1.72M	Buy	+11,213	New	+$1.6M	0.16%	136
2020 Q3	–	Sell	-3,934	Closed	-$204K	–	154
2020 Q2	$204K	Buy	+3,934	New	+$193K	0.07%	121

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coastal Bridge Advisors's WELL Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Welltower (WELL) stake by 14% in Q2 2026, selling an estimated $87.3K and leaving 2,534 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #302.

Coastal Bridge Advisors first reported a position in WELL in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Coastal Bridge Advisors held 2,534 shares of Welltower worth $575K as of Q2 2026.
Coastal Bridge Advisors sold 413 Welltower shares in Q2 2026, an estimated $87.3K.
Welltower made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #302 holding.
Coastal Bridge Advisors first reported a position in Welltower in Q2 2020 and has held it in 7 quarters since.
Coastal Bridge Advisors's Welltower position peaked at $1.78M in Q4 2025.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.